See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102 | $47,922-99.8% | $75,886-99.9% | $65,185-99.8% |
| Participation rate | 5.3% | 63.0%-57.6pp | 69.3%-63.9pp | 70.2%-64.8pp |
| Annual return | 0.00% | 24.12%-24.1pp | 30.76%-30.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3 | $2,550-99.9% | $3,603-99.9% | $3,514-99.9% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |